For contractors and field service teams
Keep calls, estimates, and service follow-up moving.
InFlowAI helps local trades businesses turn intake, quote follow-up, service routing, and owner visibility into simple workflows using email, forms, calendars, spreadsheets, and existing customer lists.
Common first workflows
Start where revenue or customer experience gets stuck.
Lead intakeNew website, email, or phone inquiries become a task with owner visibility.
Estimate follow-upOpen quotes get scheduled reminders before they go cold.
Service request routingRequests are summarized, classified, and routed to the right person.
Job handoff checklistPhotos, notes, approvals, and billing handoffs stay visible.
Review requestsCompleted work triggers a clean review or referral follow-up.
Example
From request to scheduled follow-up.
A simple first workflow can capture the request, create the task, remind the owner, and keep the next step from depending on memory.
- CaptureForm, email, or call note creates the starting record.
- AssignThe right person gets a task with context and due date.
- Follow upOpen estimates and requests come back before they stale out.
Free checklist
Find the lead, estimate, or service follow-up worth automating first.
Download a short checklist for reviewing calls, website forms, open estimates, service requests, reviews, and owner visibility before choosing the first workflow to automate.
- Spot where new inquiries lose momentum.
- Separate phone-call follow-up from automated email steps.
- Capture the context needed for a useful Workflow Preview.
No new platform required